Analysts weigh in on Airbus investors day #1

Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More

Odds and Ends: Safran benefits from engine after-market; ExIm could back Airbus; Paine Field future

Engine After-market: Safran, which owns 50% of CFM International with GE Aviation owning the other half, is positioned in the “sweet spot” of the engine after-market, according to a recent  report by Bernstein Research. The report further supports… Read More

Key events Dec. 10-12: Boeing, EADS, Air Canada

There are some key events to follow today through Thursday: December 10: The Requests for Proposals for the site selection of the 777X are due into Boeing today. Media will be trying to find details, but Boeing certainly… Read More

EADS Investors Day–Analysts reports

EADS held an investors Day this week; here are takes from two who attended. Airbus presentations may be found here. Bernstein EADS is holding its annual Global Investor Forum. We describe key themes from Day 1, which focused… Read More

Boeing’s 3Q strong; initial analyst takes; transcript link

Boeing announced strong results for 3Q2012. The press release may be found here.The transcript from the earnings call is here. The initial analyst take is below. Note the pension comments in JP Morgan; this helps explain why Boeing… Read More

Odds and Ends: A350 launch aid; strike at Bombardier biz jets; Embraer demand off; EADS-BAE

A350 Launch Aid: The US Trade Rep says it has the documents outlining $4.5bn in launch aid for the Airbus A350, according to a Reuters story. Predictably, Boeing and the USTR have gone in to overdrive. The A350… Read More

After-thoughts of Qantas 787 cancellation, SPEEA and Boeing

A day after it became public Qantas Airways canceled 35 Boeing 787-9s, it might be worthwhile giving a thought or two. The Wall Street Journal has a good story (unfortunately, paid-subscription, though it may show up via Google… Read More

737 MAX vs A320 neo: The debate continues

Here’s the next round in the continuing debate. Bernstein Research published this chart detailing how Airbus and Boeing differ on the performance improvements they predict. There is, of course, no way to know who is correct until the… Read More

787 surge line delayed by rework; 787-9 to use this line in 2013; 787-10 launch all but certain

Boeing is delaying activating the 787 surge line in Everett (WA), while rework on the first 65 787s continues. Steve Trimble of Flight Global has this report. Meanwhile, Bernstein Research, in a note issued today, says the surge… Read More

Odds and Ends: Sharklets, CAPA analyzes the Middle East

A320 Sharklet: Jon Ostrower has a detailed piece about the wing work needed to retrofit the A320 with sharklets and some thoughts about what this means for the neo. Dubai Air Show: The Center for Asia-Pacific Aerospace (CAPA)… Read More